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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1451
Larson Financial Group
Missouri
$70K +$69.4K +833 New
DWM
1452
Doyle Wealth Management
Florida
$70K +$69.7K +837 New
TCM
1453
Tradewinds Capital Management
Washington
$69K -$152K -1,821 -69%
MA
1454
MCF Advisors
Kentucky
$69K – – –
RWG
1455
Regal Wealth Group
California
$69K – – –
CAW
1456
Cornerstone Advisors (Washington)
Washington
$69K +$18.7K +224 +37%
TWA
1457
TCI Wealth Advisors
Arizona
$69K +$33.5K +402 +96%
WANY
1458
Wealthspire Advisors (New York)
New York
$69K +$67.9K +815 New
VCM
1459
Vigilant Capital Management
Maine
$67K – – –
PFGIA
1460
Patriot Financial Group Insurance Agency
Massachusetts
$66K -$6.16K -74 -9%
WPA
1461
West Paces Advisors
Georgia
$64.6K – – –
BCM
1462
Blume Capital Management
California
$63K +$20.8K +250 +50%
CBT
1463
Central Bank & Trust
Kentucky
$61K – – –
FWM
1464
Focused Wealth Management
New York
$60K +$999 +12 +2%
MWC
1465
MBM Wealth Consultants
Missouri
$58K +$57.3K +688 New
PWM
1466
PRW Wealth Management
Massachusetts
$58K +$57.7K +693 New
IFAM
1467
Institutional & Family Asset Management
Colorado
$56K -$17.5K -210 -24%
CFA
1468
Clarfeld Financial Advisors
New York
$56K +$55.1K +661 New
JFA
1469
JNBA Financial Advisors
Minnesota
$54K -$540K -6,486 -91%
BFC
1470
Bedel Financial Consulting
Indiana
$53K – – –
VCM
1471
Versant Capital Management
Arizona
$51K – – –
FPFS
1472
First Personal Financial Services
North Carolina
$48K -$8.83K -106 -16%
IIM
1473
Ipswich Investment Management
Massachusetts
$48K +$47.9K +575 New
MFT
1474
Moisand Fitzgerald Tamayo
Florida
$46K – – –
EARNEST Partners
1475
EARNEST Partners
Georgia
$45K – – –